Highland Private Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $14M | Sell |
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|
2022
Q2 | $15M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $17.2M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $8.32M | Buy |
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|
2020
Q4 | $7.22M | Buy |
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|
2020
Q3 | $6.12M | Sell |
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|
2020
Q2 | $5.66M | Buy |
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|
2020
Q1 | $4.08M | Buy |
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|
2019
Q4 | $4.86M | Buy |
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